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Home › Insights

Insights for Business Advisors

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s professional advisors. From value growth strategies to Owner Based planning frameworks, these resources help advisors lead more confidently and serve business owners at a higher level.

The Business Advisor’s First and Second Mistakes

admin March 22, 2024

After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach.

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Advisor Differentiation

How Advisors Can Differentiate Themselves: Taking the Burden Off the Owner

admin March 15, 2024

Business owners are a rare breed. In founding their businesses, they buck the trend of working for someone. They think

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Female Pioneers and the Role of Emotional Intelligence in Exit Planning

admin March 8, 2024

As we celebrate Women’s History Month, it’s a perfect opportunity to spotlight the lasting contributions of women in the financial

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Business Continuity Challenges for Sole-Owners

admin March 1, 2024

Explore engagement opportunities with sole owners—those without partners or co-shareholders – and how to kickstart planning with business continuity.

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Navigating Psychological Forces in Business Exits: Insights for Professional Advisors

admin February 23, 2024

In the realm of business exits, understanding the psychological mindset of business owners is paramount for professional advisors.

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Engaging Successful Business Owners is Easy!

admin February 16, 2024

To effectively engage owners, advisors must approach owners through methods that recognize the specific needs and challenges of successful business owners.

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